Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
Holdings Activity Buys Sells    History
Holding/activity history for  Oracle Corp. (ORCL)
← All ORCL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 8,435,178 2.11 Add 1.75% 0.04 $134.57–226.29 · VW $195.55i $1,240,898,976 SEC
2025   Q4 8,290,272 2.85 Reduce 6.21% 0.28 $135.25–225.32 · VW $168.66i $1,615,856,947 SEC
2025   Q3 8,839,413 4.53 Reduce 20.71% 0.98 $185.63–345.72 · VW $244.43i $2,485,996,484 SEC
2025   Q2 11,148,566 4.75 Reduce 9.24% 0.33 $162.60–260.87 · VW $216.53i $2,437,410,954 SEC
2025   Q1 12,283,181 3.55 Add 0.05% <0.01 $118.86–167.12 · VW $150.50i $1,717,311,477 SEC
2024   Q4 12,276,950 4.59 Reduce 12.83% 0.63 $152.42–198.31 · VW $172.26i $2,045,830,921 SEC
2024   Q3 14,083,656 4.94 Reduce 0.32% 0.01 $137.95–196.04 · VW $172.94i $2,399,854,936 SEC
2024   Q2 14,128,774 4.43 Reduce 0.48% 0.02 $117.34–146.59 · VW $135.07i $1,994,982,893 SEC
2024   Q1 14,197,189 4.06 Reduce 23.33% 1.09 $110.37–132.77 · VW $120.11i $1,783,308,915 SEC
2023   Q4 18,518,460 4.67 Reduce 0.29% 0.01 $99.26–117.79 · VW $109.58i $1,952,401,270 SEC
2023   Q3 18,571,717 5.05 Reduce 0.87% 0.05 $99.87–127.42 · VW $114.50i $1,967,116,265 SEC
2023   Q2 18,735,569 5.72 Reduce 9.38% 0.48 $104.78–127.54 · VW $117.57i $2,231,218,912 SEC
2023   Q1 20,674,626 5.10 Reduce 0.17% <0.01 $82.04–106.49 · VW $98.16i $1,921,086,248 SEC
2022   Q4 20,710,858 4.67 Reduce 20.11% 0.96 $78.06–91.22 · VW $85.56i $1,692,905,533 SEC
2022   Q3 25,923,717 4.79 Add 0.01% <0.01 $60.78–83.49 · VW $75.77i $1,583,161,000 SEC
2022   Q2 25,921,965 5.12 Reduce 0.01% <0.01 $63.76–79.88 · VW $72.60i $1,811,168,000 SEC
2022   Q1 25,924,820 5.26 Add 0.79% 0.04 $66.72–84.52 · VW $74.39i $2,144,760,000 SEC
2021   Q4 25,720,505 5.63 Reduce 1.99% 0.12 $70.23–106.34 · VW $84.18i $2,243,085,000 SEC
2021   Q3 26,242,645 5.86 Reduce 2.29% 0.12 $84.73–98.95 · VW $91.47i $2,286,522,000 SEC
2021   Q2 26,857,426 5.23 Reduce 2.98% 0.15 $75.90–91.78 · VW $85.60i $2,090,582,000 SEC
2021   Q1 27,682,604 5.17 Reduce 1.96% 0.10 $64.77–80.72 · VW $74.74i $1,942,488,000 SEC
2020   Q4 28,236,658 5.15 Reduce 4.59% 0.24 $58.01–66.36 · VW $62.96i $1,826,629,000 SEC
2020   Q3 29,595,962 5.30 Reduce 0.41% 0.02 $54.87–62.60 · VW $58.40i $1,766,879,000 SEC
2020   Q2 29,716,672 5.16 Reduce 2.24% 0.12 $50.91–58.45 · VW $55.53i $1,642,440,000 SEC
2020   Q1 30,397,090 5.34 Reduce 1.56% 0.07 $39.71–54.72 · VW $49.40i $1,469,091,000 SEC
2019   Q4 30,877,616 4.48 Reduce 1.53% 0.07 $47.90–56.66 · VW $51.34i $1,635,896,000 SEC
2019   Q3 31,356,052 4.90 Reduce 2.34% 0.12 $51.55–57.33 · VW $55.01i $1,725,524,000 SEC
2019   Q2 32,107,642 4.95 Reduce 0.42% 0.02 $49.89–60.50 · VW $54.15i $1,829,172,000 SEC
2019   Q1 32,242,713 4.69 Reduce 10.59% 0.50 $50.51–55.53 · VW $52.21i $1,731,756,000 SEC
2018   Q4 36,060,379 4.72 Reduce 3.19% 0.15 $42.40–53.03 · VW $49.19i $1,628,126,000 SEC
2018   Q3 37,250,321 4.85 Reduce 9.52% 0.43 $46.34–52.11 · VW $49.07i $1,920,627,000 SEC
2018   Q2 41,168,206 4.48 Add 0.78% 0.03 $42.57–49.70 · VW $46.95i $1,813,871,000 SEC
2018   Q1 40,847,782 4.68 Add 0.27% 0.01 $44.04–53.48 · VW $48.08i $1,868,786,000 SEC
2017   Q4 40,738,675 4.55 Add 0.15% <0.01 $45.92–52.79 · VW $49.79i $1,926,125,000 SEC
2017   Q3 40,678,388 4.41 Reduce 2.49% 0.13 $47.64–53.14 · VW $49.95i $1,966,800,000 SEC
2017   Q2 41,717,395 5.04 Add 1.17% 0.06 $43.74–51.85 · VW $48.64i $2,091,710,000 SEC
2017   Q1 41,235,175 4.56 Add 3.69% 0.16 $42.25–46.99 · VW $44.88i $1,839,501,000 SEC
2016   Q4 39,768,031 3.92 Add 0.99% 0.04 $37.64–43.26 · VW $41.16i $1,529,081,000 SEC
2016   Q3 39,379,544 3.93 Reduce 2.76% 0.12 $37.62–41.42 · VW $39.74i $1,546,828,000 SEC
2016   Q2 40,498,196 4.24 Add 1.75% 0.07 $38.08–41.91 · VW $40.40i $1,657,591,000 SEC
2016   Q1 39,803,498 4.16 Add 1.02% 0.04 $37.04–42.00 · VW $39.75i $1,628,361,000 SEC
2015   Q4 39,400,073 3.67 Add 3.41% 0.12 $33.13–39.39 · VW $36.43i $1,439,285,000 SEC
2015   Q3 38,101,527 3.60 Reduce 0.03% <0.01 $35.24–40.64 · VW $38.28i $1,376,227,000 SEC
2015   Q2 38,112,088 3.76 Add 1.36% 0.05 $35.14–45.24 · VW $39.16i $1,535,917,000 SEC
2015   Q1 37,600,182 3.97 Add 10.56% 0.38 $41.26–44.94 · VW $43.23i $1,622,448,000 SEC
2014   Q4 34,008,778 3.85 Add 0.19% <0.01 $39.92–46.71 · VW $43.48i $1,529,375,000 SEC
2014   Q3 33,943,676 3.39 Add 2.06% 0.07 $35.82–42.51 · VW $40.25i $1,299,364,000 SEC
2014   Q2 33,258,238 3.43 Add 0.13% <0.01 $39.53–43.19 · VW $41.42i $1,347,956,000 SEC
2014   Q1 33,215,399 3.79 Add 3.56% 0.13 $37.38–42.35 · VW $40.58i $1,358,842,000 SEC
2013   Q4 32,074,484 3.51 Add 17.20% 0.52 $33.22–39.37 · VW $37.23i $1,227,170,000 SEC
2013   Q3 27,367,792 2.78 Add 16.88% 0.40 $31.82–35.42 · VW $34.18i $907,790,000 SEC
2013   Q2 23,414,930 2.32 Add 9.89% 0.21 $29.86–34.75 · VW $32.16i $719,307,000 SEC
2013   Q1 21,307,747 3.01 Add 19.31% 0.49 $31.16–36.43 · VW $33.79i $689,093,000 SEC
2012   Q4 17,859,366 2.79 Add 0.89% 0.02 $31.31–36.31 · VW $33.95i $595,074,000 SEC
2012   Q3 17,702,266 2.69 Add 1.53% 0.04 $29.52–33.29 · VW $31.66i $557,444,000 SEC
2012   Q2 17,436,107 2.65 Add 202.45% 1.77 $25.84–32.30 · VW $29.93i $517,852,000 SEC
2012   Q1 5,764,887 0.88 Buy 0.88 $25.33–31.15 · VW $27.65i $168,104,000 SEC
Price snapshot:
Current price$131.54
Avg. buy price$36.72
+/- since buy258.21%
52-week low$131.35
52-week high$341.82